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Stored Value Redemption Summary

Stored Value Redemption Summary report help

Updated over 2 months ago

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If you do not see this report in your Report Center, you do not currently have permission to run it. If you feel that this report could be useful for you, but it doesn’t appear on your list, please contact your user administrator for assistance.

IS THIS REPORT RIGHT FOR ME?

Uses

* Shows all redemption activity for the time defined when running the report.
* Summarized by store, does not show all transactions
* Helps you identify redemption rates by store.

Restrictions

* None

SAMPLE OUTPUTS
All Stores, Unlimited Days

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One Store, Unlimited Days

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HOW DO I INTERPRET THIS REPORT?

Interpretation Summary

This report shows a summary of redemptions by each store during the time period for which the report was run. As with all Paytronix summary reports, there is a preview pane that you will see after running the report, but it may be most useful for you to download the report in Excel. You will see each store on the left, and rows for each type of transaction. Then you will see the number of transactions followed by the total dollars redeemed. Subtracting the discounts redeemed from the dollars redeemed arrives at the Net Amount column. The final column shows the average amount redeemed per transaction. At the bottom of the page you will find a complete summary of total number of transactions, and the net amount redeemed by all stores.

Column Name

Definition

Store Number

The Paytronix number for the store where the transaction took place

Store Name

The Paytronix name for the store where the transaction took place

Card Template

The name of the card; please see: What Are Card Templates and Tiers.

Transaction Type

There are several Paytronix terms for different transactions, including Accrual/Redemption and Balance Inquiry. See: Transaction Types

No. Transactions

The number of transactions that took place over the time period defined

Dollars Redeemed

The total amount redeemed by guests

Discount Redeemed

The amount subtracted from the Stored Value Discounts wallet.

Net Amount

The dollars redeemed minus the discount redeemed

Average $ Redeemed

The average redemption amount per transaction (Dollars Redeemed divided by No. Transactions)


I LIKE IT, SO HOW DO I RUN THIS REPORT?

  1. First enter the date range for which you’d like to run the report.

    • Quick Date: Here you can choose Yesterday, Today, the current month, or last month. If you have set up by your custom fiscal periods, you may also choose to run the report by fiscal period.

    • Manual Date Entry: Here you can type in your desired date range or find the day by clicking on the calendar icon to the right.

  2. Check the “All” box if you would like to include all stores. You can also enter a specific store code to see one store or select a store group from the drop down box.

  3. Select the desired card template from the drop down menu or leave “All” selected. Check the “Include Cross Merchant Cards” if you would like to include cards from other merchants.

    • NOTE: For more information about cross merchant cards, see: Cross Merchant Cards.

  4. Select the desired Campaign Occurrence from the drop down menu or leave “All” selected.

  5. Click Submit!

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